Send the quote version | Solvimon

curl -X POST https://test.api.solvimon.com/v1/quote-versions//send \
     -H "X-API-KEY: <apiKey>" \
     -H "Content-Type: application/json" \
     -d '{
  "to_email_addresses": [
    "client@example.com"
  ],
  "cc_email_addresses": [
    "sales.manager@company.com"
  ]
}'

{
  "quote_id": "qt_1234567890abcdef",
  "version": 3,
  "object_type": "quote_version",
  "id": "qv_9f8b7c6d5e4a3b2c1d0e",
  "created_at": "2024-04-20T10:15:30Z",
  "updated_at": "2024-04-21T08:45:00Z",
  "expires_at": "2024-05-20T09:30:00Z",
  "pricing_plan_subscription_info": {
    "id": "pps_abcdef1234567890",
    "upgraded_from_pricing_plan_subscription_id": "pps_123456abcdef7890"
  },
  "status": "DRAFT",
  "actions": [
    {
      "created_at": "2024-04-21T09:00:00Z",
      "type": "send_email",
      "status": "PENDING",
      "send": {
        "to_email_addresses": [
          "client@example.com"
        ],
        "overwrite_to": true,
        "cc_email_addresses": [
          "sales.manager@company.com"
        ],
        "bcc_email_addresses": [
          "legal@company.com"
        ]
      },
      "accept": {
        "name": {
          "first_name": "Jane",
          "last_name": "Doe",
          "infix": ""
        },
        "role": "APPROVER"
      },
      "reject": {
        "name": {
          "first_name": "John",
          "last_name": "Smith",
          "infix": ""
        },
        "role": "REVIEWER",
        "reason": "Terms not acceptable"
      },
      "create_subscription": {
        "pricing_plan_subscription_id": "pps_abcdef1234567890"
      },
      "request_signature": {
        "signature_request_id": "sr_7890abcdef123456",
        "signature_request": {
          "object_type": "signature_request",
          "id": "sr_7890abcdef123456",
          "created_at": "2024-04-21T09:05:00Z",
          "updated_at": "2024-04-21T09:10:00Z",
          "status": "IN_PROGRESS",
          "type": "QUOTE_VERSION",
          "quote_version": {
            "quote_version_id": "qv_9f8b7c6d5e4a3b2c1d0e"
          },
          "recipients": [
            {
              "contact_id": "ct_1234abcd5678efgh",
              "role": "SIGNER"
            }
          ]
        }
      },
      "sign": {
        "signature_request_id": "sr_7890abcdef123456"
      }
    }
  ],
  "link": {
    "expiry_period": {
      "type": "DAY",
      "value": 7
    },
    "portal_url_id": "portal_1234567890abcdef",
    "url": "https://portal.company.com/quote/qv_9f8b7c6d5e4a3b2c1d0e"
  },
  "internal_notes": [
    "Reviewed by legal team on 2024-04-20"
  ],
  "notes": [
    "Client requested expedited review"
  ],
  "approval_request_id": "ar_abcdef1234567890",
  "recipients": [
    {
      "contact": {
        "object_type": "contact",
        "id": "ct_1234abcd5678efgh",
        "reference": "CUST-00123",
        "customer_id": "cust_7890abcdef123456",
        "name": {
          "first_name": "Alice",
          "last_name": "Johnson",
          "infix": ""
        },
        "email": "alice.johnson@example.com",
        "notification_preferences": [
          {
            "type": "INVOICE",
            "channels": [
              {
                "type": "EMAIL",
                "enabled": true
              }
            ]
          }
        ],
        "custom_fields": [
          {
            "id": "cf_001",
            "reference": "preferred_contact_time",
            "value": "Afternoon",
            "values": [
              "Morning",
              "Afternoon",
              "Evening"
            ],
            "integration_details": {
              "id": "int_123456",
              "reference": "stripe_integration",
              "payment_gateway_variant": "STRIPE",
              "adyen": {
                "recurring_detail_reference": ""
              },
              "stripe": {
                "payment_method_id": "pm_1GqIC8Lz0qyl6XeW3X9b7a2b"
              }
            }
          }
        ],
        "linked_integrations": [
          {
            "id": "li_7890abcd1234efgh",
            "link_details": [
              {
                "url": "https://dashboard.stripe.com/customers/cust_7890abcdef123456",
                "custom_field_name": "Stripe Customer Profile"
              }
            ]
          }
        ]
      },
      "role": "SIGNER",
      "contact_id": "ct_1234abcd5678efgh"
    }
  ]
}

Authentication

X-API-KEYstring

API Key authentication via header

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Path parameters

versionstringRequiredDefaults to 1

version

resourceIdstringRequiredDefaults to

The ID of the resource to be requested.

Request

This endpoint expects an object.

to_email_addresseslist of strings or nullOptional

Extra email addresses for the TO

overwrite_toboolean or nullOptional

Overwrite the TO with the email addresses in the to_email_addresses

cc_email_addresseslist of strings or nullOptional

Extra email addresses for the CC

bcc_email_addresseslist of strings or nullOptional

Extra email addresses for the BCC

Response

quote_idstring

The ID of the quote.

versioninteger

The value describing the version of the quote.

object_typestring or nullRead-only

idstring or nullRead-only

created_atstring or nullRead-only

updated_atstring or nullRead-only

expires_atdatetime or null

The expiration date of the quote version.

pricing_plan_subscription_infoobject or null

The info of the linked pricing plan subscription.

statusenum or null

actionslist of objects or nullRead-only

The history of all actions done.

linkobject or null

The public portal link of the quote.

internal_noteslist of strings or null

Internal notes on this quote versions.

noteslist of strings or null

Notes on this quote versions.

approval_request_idstring or nullRead-only

The ID of the Approval Request that was created for this Quote Version.

recipientslist of objects or null

The recipients for signature on this quote version.

Errors

400

Bad Request Error

401

Unauthorized Error

403

Forbidden Error

409

Conflict Error

500

Internal Server Error

Authentication

Path parameters

Headers

Request

Response

Errors